Traders are closely watching the cattle markets after an interesting couple of weeks. One advisor says he has been watching the funds back off long positions.
“You’re seeing what I think is some exit by funds. They’ve been strongly long in the cattle, and it flipped over last week. You’ve had weaker cutout values as well, and they’ve taken a pretty good hit this week. So, the combination of the two puts the market in motion. It uncovers Sell-Stop orders, which are sales that aren’t necessarily intended, but they happen when you’re either exiting a long position or establishing a new short position. So, you get a combination of things, and that’s why sometimes the market moves really fast. It’s because you’ve got different angles all coming together at one point,” said Bryan Doherty.
Doherty says despite all of the action, he is not concerned in the long run.
“I’m not concerned that there’s going to be a whole bunch of shorts coming in on the big-picture perspective. From the near-term picture perspective, I am concerned that there’s technical weakness in front of the market and money flow, but from the supply side, they just aren’t there, and the cattle inventory report this last week confirmed that we’re down one percent from last year. When does this herd stop shrinking? That’s a good question.”
This month’s Cattle on Feed report showed the herd down a percent from this time last year.
The National Cattlemen’s Beef Association and Public Lands Council published a joint press release regarding the advancement of legislation to delist the Mexican Gray Wolf from the Endangered Species Act.
January 23, 2026 05:05 PM
Placements and marketings beat expectations, but declining on-feed totals and feeder constraints keep the supply story supportive for cattle prices into 2026. Dr. Derrell Peel, with Oklahoma State University, joined us to break down cattle-on-feed numbers and provide his broader market outlook.
January 23, 2026 04:40 PM
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USDA Rural Development Director for Kentucky, Travis Burton, joined us to discuss the Princeton facility (formerly Porter Road Meats), now backed by the USDA, and its role in expanding domestic meat processing capacity.
January 23, 2026 03:39 PM
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Nearly everyone in the South Texas ag community appears extremely worried about the potential of a New World screwworm epidemic, according to a local veterinarian. RFD NEWS Correspondent Frank McCaffrey reports.
January 23, 2026 11:56 AM
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Brian Earnest, an animal protein economist with CoBank, shares insights into current demand trends and the challenges facing broiler production.
January 22, 2026 06:34 PM
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Jack Hubbard, with the Center for the Environment and Welfare, shares context and perspective on the controversial letter about Prop 12 circulating in Washington and how a review shows it misled the public.
January 22, 2026 06:25 PM
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